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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,727 | $99,644-61.1% | $86,438-55.2% | $134,532-71.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -4.03% | 6787.26%-6791.3pp | 4397.19%-4401.2pp | 418.27%-422.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,581 | $7,247-78.2% | $6,952-77.3% | $6,401-75.3% |
| Admin fee / account holder | $422 | $8,375-95.0% | $6,733-93.7% | $11,429-96.3% |